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Benson Wealth Management’s Tesla TSLA Stock Holding History

Benson Wealth Management’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.48M Sell
5,901
-128
-2% -$50.9K 2.5% 10
2026
Q1 		$2.24M Sell
6,029
-662
-10% -$273K 3.07% 9
2025
Q4 		$3.01M Buy
+6,691
New +$2.97M 3.35% 8

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benson Wealth Management's TSLA Position: Q2 2026 in Review

Benson Wealth Management reduced its Tesla (TSLA) stake by 2.1% in Q2 2026, selling an estimated $50.9K and leaving 5,901 shares worth $2.48M. The position accounts for 2.5% of the portfolio, ranked #10.

Benson Wealth Management first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.01M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Benson Wealth Management held 5,901 shares of Tesla worth $2.48M as of Q2 2026.
  • Benson Wealth Management sold 128 Tesla shares in Q2 2026, an estimated $50.9K.
  • Tesla made up 2.5% of Benson Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Benson Wealth Management first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's Tesla position peaked at $3.01M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.